OQS
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Occudo Quantitative Strategies’s Information Services Group III Stock Holding History

Occudo Quantitative Strategies’s Portfolio III Stock Details III Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$199K Buy
48,387
+17,950
+59% +$75.1K 0.01% 688
2026
Q1 		$124K Sell
30,437
-1,452
-5% -$7.14K 0.01% 701
2025
Q4 		$184K Buy
31,889
+877
+3% +$4.92K 0.01% 607
2025
Q3 		$178K Buy
31,012
+5,447
+21% +$27.1K 0.02% 593
2025
Q2 		$123K Buy
+25,565
New +$110K 0.01% 567
2024
Q3 		– Sell
-18,025
Closed -$53K – 852
2024
Q2 		$53K Buy
18,025
+4,060
+29% +$13.6K 0.01% 702
2024
Q1 		$56.4K Buy
+13,965
New +$60.6K 0.01% 685
2023
Q4 		– Sell
-17,390
Closed -$76.2K – 969
2023
Q3 		$76.2K Buy
+17,390
New +$86.9K 0.01% 896
2022
Q4 		– Sell
-14,337
Closed -$68K – 1159
2022
Q3 		$68K Sell
14,337
-23,742
-62% -$148K 0.01% 1071
2022
Q2 		$257K Buy
38,079
+5,629
+17% +$35.4K 0.02% 842
2022
Q1 		$221K Buy
32,450
+714
+2% +$5.03K 0.02% 908
2021
Q4 		$242K Sell
31,736
-27,179
-46% -$219K 0.02% 839
2021
Q3 		$423K Buy
58,915
+9,479
+19% +$63.1K 0.05% 604
2021
Q2 		$289K Buy
49,436
+31,295
+173% +$162K 0.04% 609
2021
Q1 		$80K Buy
+18,141
New +$69.7K 0.02% 702

Other funds holding III

PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIC
Crawford Investment Counsel Atlanta, Georgia $6B AUM 15.13% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

Occudo Quantitative Strategies's III Position: Q2 2026 in Review

Occudo Quantitative Strategies increased its Information Services Group (III) stake by 59% in Q2 2026, buying an estimated $75.1K and bringing the position to 48,387 shares worth $199K. The position accounts for 0.01% of the portfolio, ranked #688.

Occudo Quantitative Strategies first reported a position in III in Q1 2021 and has held it in 15 quarters since. The position peaked at $423K in Q3 2021. 138 funds tracked by Wall St. Rank hold III as of Q2 2026.

  • Occudo Quantitative Strategies held 48,387 shares of Information Services Group worth $199K as of Q2 2026.
  • Occudo Quantitative Strategies bought 17,950 Information Services Group shares in Q2 2026, an estimated $75.1K.
  • Information Services Group made up 0.01% of Occudo Quantitative Strategies's portfolio in Q2 2026, its #688 holding.
  • Occudo Quantitative Strategies first reported a position in Information Services Group in Q1 2021 and has held it in 15 quarters since.
  • Occudo Quantitative Strategies's Information Services Group position peaked at $423K in Q3 2021.
  • 138 funds tracked by Wall St. Rank held Information Services Group as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.